NextGen Knowledge Center

Document Caregiver Education for Physical or Occupational Therapy

You can document the physical and occupational therapy training the patient's caregiver receives in the patient's absence. The patient or representative must have given consent for this training. The caregiver training information appears on the Office Visit document.
  1. Open a patient record, and then in Encounter History, expand a case and select an encounter.
  2. Open the NTS Homepage template associated with the encounter, and then select a PT or OT visit type.
  3. Open the NTS Single Visit template, and then expand the Objective panel.
  4. Under Treatment, select Education.
    The Education template opens in the NTS PT Treatment Edu window.
  5. Select Patient consented to caregiver training.
  6. Select the appropriate checkbox that describes whether the caregiver training is for an individual or a group.
  7. For individual caregiver training, enter the total minutes of training time in Min, and then enter any therapist assistant-led training time in Asst.
    Asst appears only if the administrator configured the therapist assistant time settings.
  8. In Patient and/or Caregiver Education, enter additional information about the education given.
    This information appears on the Plan of Care and Office Visit document.
  9. Select Save & Close.
    The Education row is added to the Treatment grid in the Objective panel.